MIA
Milestone Investment Advisors Portfolio holdings
AUM
$383M
This Quarter Return
+8.45%
1 Year Return
+10.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$371M
AUM Growth
+$371M
(+7.7%)
Cap. Flow
+$1.78M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
55.91%
Holding
132
New
7
Increased
22
Reduced
50
Closed
4
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$3.76M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$3.07M |
| 3 |
Fidelity High Dividend ETF
FDVV
|
$2.88M |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
$2.63M |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$2.09M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$3.83M |
| 2 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$2.55M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.37M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$1.19M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.12M |
Sector Composition
| 1 | Communication Services | 0% |
